Skip to content
Disclosery

Valeo Financial Advisors, LLC: DFIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valeo Financial Advisors, LLC on DFIV, newest first. How the timeline and the estimate are built.

Valeo Financial Advisors, LLC held 47,353 DFIV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 47,353 shares
    Change vs previous 13F +5,874 shares

    0.06% of the 13F portfolio, value $2,645,129.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 41,479 shares
    Change vs previous 13F +12,018 shares

    0.05% of the 13F portfolio, value $2,240,680.

    13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 29,461 shares
    Change vs previous 13F +1,215 shares

    0.04% of the 13F portfolio, value $1,554,969.

    13F-HR 0001722641-26-000003 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 28,246 shares
    Change vs previous 13F +36 shares

    0.03% of the 13F portfolio, value $1,409,486.

    13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 28,210 shares
    Change vs previous 13F +5 shares

    0.03% of the 13F portfolio, value $1,301,038.

    13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F/A 28,205 shares
    Change vs previous 13F +880 shares

    0.03% of the 13F portfolio, value $1,208,003.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 27,325 shares
    Change vs previous 13F +312 shares

    0.03% of the 13F portfolio, value $1,075,505.

    13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 27,013 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $958,415.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).